-38.6%
KD vs VT
+10.5%
-49.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.5% |
| 7D | +17.8% | -2.3% | +20.1% | +19.8% |
| 30D | +42.3% | -5.0% | +47.2% | +46.1% |
| 3M | +16.4% | -4.9% | +21.3% | +19.7% |
| 6M | +24.2% | -1.5% | +25.7% | +26.3% |
| YTD | -38.7% | +8.5% | -47.2% | -43.6% |
| 1Y | -38.6% | +11.4% | -49.9% | -45.5% |
| All | -38.6% | +10.5% | -49.1% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling